Write, Bureaucrats, Administrators
1,991
edits
Difference between revisions of "Account Sets"
→Overview
| Line 6: | Line 6: | ||
# Exclude Non Cash Accounts for use in Cash Flow Reports | # Exclude Non Cash Accounts for use in Cash Flow Reports | ||
They work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. | They work in a similar way to an Account Hierarchy but are different in that is uses the existing account structure but only includes accounts that meet certain rules Rules can be either a selected list of accounts, a range of accounts or looked up from a key word in the account name. You could for example create an Account Set which includes all accounts with the word 'MARK' to filter out all non marketing accounts. | ||
Once setup an Account Set filter appears in a Report's Customise Form | |||
== Managing Account Sets== | == Managing Account Sets== | ||